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Sempra
SRE

Name Holding Trade Value Shares
Change 		Change in
Stake
BONH
1001
Bank of New Hampshire
New Hampshire
$36K -$6.48K -80 -17%
FCAS
1002
First Command Advisory Services
Texas
$36K – – –
PP
1003
Pingora Partners
Wyoming
$36K – – –
WAM
1004
Wolverine Asset Management
Illinois
$36K – – –
AWM
1005
Activest Wealth Management
Florida
$35.2K +$13.5K +167 +75%
EIM
1006
Essex Investment Management
Massachusetts
$35.1K – – –
OAJ
1007
Ogorek Anthony Joseph
New York
$35K -$1.05K -13 -3%
MG
1008
MilWealth Group
Wisconsin
$34.9K – – –
CIR
1009
Clear Investment Research
Georgia
$34.5K +$4.37K +54 +16%
OIA
1010
Optimum Investment Advisors
Illinois
$34.2K – – –
GKIM
1011
GW&K Investment Management
Massachusetts
$34K +$891 +11 +3%
CAL
1012
Capital Advisors Ltd
Ohio
$33K – – –
PPA
1013
Painted Porch Advisors
California
$32.6K – – –
PGAM
1014
Princeton Global Asset Management
New Jersey
$28.4K – – –
CVM
1015
Cheviot Value Management
California
$27.8K – – –
SCM
1016
Silvant Capital Management
Georgia
$27.4K – – –
CBT
1017
Crews Bank & Trust
Florida
$27K – – –
CIAS
1018
CBIZ Investment Advisory Services
Ohio
$26.9K -$5.83K -72 -19%
BSB
1019
Bangor Savings Bank
Maine
$26.8K -$8.1K -100 -25%
PWAM
1020
Private Wealth Asset Management
Iowa
$26.5K – – –
PMIM
1021
Prudent Man Investment Management
Colorado
$26.3K – – –
MAM
1022
Meeder Asset Management
Ohio
$25.4K +$22.8K +282 New
CA
1023
CoreCap Advisors
Michigan
$25.3K +$3.32K +41 +17%
GWP
1024
Gen-Wealth Partners
Michigan
$24.8K – – –
BWL
1025
Bogart Wealth LLC
Virginia
$24.8K -$13.7K -169 -38%
39 40
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